AE Wealth Management’s FT Vest Nasdaq-100 Moderate Buffer ETF - May QMMY Stock Holding History

AE Wealth Management’s Portfolio QMMY Stock Details QMMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.04M	Buy	+39,133	New	+$1.02M	﹤0.01%	901
2025 Q2	–	Sell	-4,326	Closed	-$90K	–	2286
2025 Q1	$90K	Sell	4,326 -1,932	-31%	-$41.8K	﹤0.01%	1468
2024 Q4	$135K	Sell	6,258 -7,127	-53%	-$152K	﹤0.01%	1362
2024 Q3	$280K	Buy	13,385 +2,670	+25%	+$54.7K	﹤0.01%	1054
2024 Q2	$220K	Buy	+10,715	New	+$217K	﹤0.01%	1134

Other funds holding QMMY

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

AE Wealth Management's QMMY Position: Q2 2026 in Review

AE Wealth Management opened a new position in FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) in Q2 2026: 39,133 shares worth $1.04M. The stake represents ﹤0.01% of the portfolio and ranks #901 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in QMMY as recently as Q1 2025.

AE Wealth Management first reported a position in QMMY in Q2 2024 and has held it in 5 quarters since. 66 funds tracked by Wall St. Rank hold QMMY as of Q2 2026.

AE Wealth Management held 39,133 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - May worth $1.04M as of Q2 2026.
FT Vest Nasdaq-100 Moderate Buffer ETF - May was a new AE Wealth Management position in Q2 2026.
FT Vest Nasdaq-100 Moderate Buffer ETF - May made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #901 holding.
AE Wealth Management first reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - May in Q2 2024 and has held it in 5 quarters since.
66 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - May as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.